Salomon & Ludwin, LLC 13F 持仓 · 2026年Q2
Salomon & Ludwin 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,111 只证券，申报市值合计 12.15 亿美元。前几大持仓：IVW（6.51%）、SUB（6.36%）、XLK（6.20%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES S&P 500 GROWTH | $79.1M | 6.51% | 578,289 | 减持 |
| 2 | SUB | ISHARES SHORT-TERM | $77.3M | 6.36% | 726,711 | 增持 |
| 3 | XLK | STATE STREET TECHNOLOGY | $75.3M | 6.20% | 404,790 | 减持 |
| 4 | JMST | JPMORGAN ULTRA-SHORT | $61.2M | 5.04% | 1.2M | 增持 |
| 5 | VOO | VANGUARD S&P 500 ETF | $51.4M | 4.23% | 75,056 | 减持 |
| 6 | BIL | STATE STREET SPDR | $49.3M | 4.06% | 539,532 | 增持 |
| 7 | IVE | ISHARES S&P 500 VALUE | $40.8M | 3.36% | 179,309 | 减持 |
| 8 | SPY | STATE STREET SPDR S&P | $30.2M | 2.49% | 40,540 | 减持 |
| 9 | VEA | VANGUARD FTSE DEVELOPED | $29.8M | 2.45% | 423,984 | 减持 |
| 10 | VTEB | VANGUARD TAX-EXEMPT BOND | $29.3M | 2.41% | 578,375 | 增持 |
| 11 | MUB | ISHARES NATIONAL MUNI | $27.3M | 2.25% | 253,804 | 增持 |
| 12 | IJH | ISHARES CORE S&P MID-CAP | $26.3M | 2.17% | 344,299 | 减持 |
| 13 | VGSH | VANGUARD SHORT-TERM | $25.8M | 2.12% | 443,813 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $23.2M | 1.91% | 60,342 | 减持 |
| 15 | EFA | ISHARES MSCI EAFE ETF | $21.3M | 1.75% | 206,707 | 减持 |
| 16 | IWM | ISHARES RUSSELL 2000 | $21.2M | 1.75% | 70,681 | 减持 |
| 17 | VYM | VANGUARD HIGH DIVIDEND | $20.3M | 1.67% | 128,393 | 减持 |
| 18 | AAPL | APPLE INC | $20.2M | 1.66% | 68,528 | 减持 |
| 19 | IJK | ISHARES S&P MID-CAP 400 | $19.2M | 1.58% | 165,410 | 减持 |
| 20 | XLY | STATE STREET CONSUMER | $18.4M | 1.51% | 155,065 | 减持 |
| 21 | VUG | VANGUARD GROWTH INDEX | $17.3M | 1.43% | 201,162 | 增持 |
| 22 | XLV | STATE STREET HEALTH CARE | $15.9M | 1.31% | 99,600 | 减持 |
| 23 | VGIT | VANGUARD INTER-TERM | $15.8M | 1.30% | 269,897 | 增持 |
| 24 | XLF | STATE STREET FINANCIAL | $15.4M | 1.27% | 279,970 | 减持 |
| 25 | SPTI | STATE STREET SPDR | $15.2M | 1.25% | 536,824 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR